Japan Morning Connection: Buffets Steps in to Take Stakes in US Homebuilder Majors
Lower rates and pick up in demand for US Homebuilders attracts Warren Buffet. NVDA reportedly developing new Blackwell GPU for China market. Will...
267 Views
Merger Arb Mondays (18 Aug) - Santos, Shibaura, ENN Energy, Kangji, OneConnect, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
870 Views
Japan Morning Connection: US Looking to Take a Stage in INTC Will Ensure Fab Ambitions
US talks about a stake in Intel to boost US chipmaking, a positive for those involved in Intel's SPE supply chain. Estee Lauder down on concerns...
545 Views
JPX Margin Trading Weekly (Aug 8th): Furukawa Electric, Disco, Mitsubishi Heavy Industries, SoftBank
We analyzed JPX margin trading positions report for the past week and highlighted Furukawa Electric (5801 JP), Disco (6146 JP), Mitsubishi Heavy...
311 Views
Merger Arb Mondays (11 Aug) - Mayne, PointsBet, Infomedia, Ashimori, Toyo Const, HKBN, Joy City
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
839 Views